Think goal-based investing is just financial advisor jargon that doesn't really matter? Think again. I'm sharing real conversations I'm having with clients right now about affording assisted living in Israel and why decades of disciplined, goal-focused investing makes all the difference when life happens. This isn't about beating the market, it's about actually being able to pay for the care you need when you need it. To learn more about investing with purpose through every stage of life, give this a listen.
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SOCIAL LINKS:
Facebook: https://www.facebook.com/AaronKatsmanLC/
LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/
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SUBSCRIBE TO THE PODCAST:
iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142
Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show
Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR
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VISIT MY WEBSITE:
Website: https://www.aaronkatsman.com/
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CONTACT ME:
Email me: aaron@lighthousecapital.co.il
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DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
